Articles
Succession Lending Rebrands to SkyView Partners in Move Toward Investment Banking
Succession Lending will now be known as SkyView Partners and expand into mergers and acquisitions deal structure. WealthManagement.com - Succession Lending, which launched in early 2018 as an…
Succession Lending Commences Next Stage Of Growth With Rebranding To SkyView Partners
Leading Correspondent Lender for Financial Advisors Purchasing or Selling Independent Practices Expands to Boutique Investment Bank for Independent Advisor M&A SkyView Hits Funding Goals With…
Small Business Owners: Are You Monetizing Your Deposits?
Forbes.com - The next time you visit your bank branch, ask yourself a simple question: “What am I, the small business owner, getting in return?” If your current bank relationship is not supporting…
Don't Let Deal Structure and Buyer Credit Hurt M&A Financing
As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing. WealthMangement.com - As wealth management M&A and…
SkyView Partners Receives SOC 2 Type 1 Report
SkyView Partners is excited to announce that we have received our SOC 2 Type 1 report from Copeland Buhl and Company. At SkyView Partners, we strive to meet the highest standards of…
Can I Afford to Take Out a Loan to Acquire Another Practice?
How cash flows and indebtedness on the business and personal front can impact the calculus of growing through loans ThinkAdvisor.com - As interest among independent financial advisors in growing…